See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,572 | $148,534+74.8% | $135,903+91.0% | $139,434+86.2% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 14.42% | 79.19%-64.8pp | 68.23%-53.8pp | 372.94%-358.5pp |
| Employer contribution / active EE | $5,409 | $5,243+3.2% | $4,856+11.4% | $4,751+13.8% |
| Participant deferral / active EE | $15,101 | $8,100+86.4% | $7,758+94.7% | $6,710+125.0% |
| Admin fee / account holder | $496 | $12,400-96.0% | $10,762-95.4% | $11,403-95.6% |